CLAIM #55481 · AT&T Inc. (T) · 2026Q1 earnings call · Apr 22, 2026 · due Dec 31, 2026
“Going into Q2 and improving for the rest of the year. We expect both service revenues and EBITDA to accelerate gradually.”
Pascal Desroches · CFO
How to check this claim
Look at: Quarter-over-quarter growth rate of service revenues and EBITDA, each quarter through FY2026
It came true if: Service revenue growth rate and EBITDA growth rate both increase sequentially each quarter from Q2 2026 through Q4 2026 (i.e., Q3 growth > Q2 growth, Q4 growth > Q3 growth)
Where: Company quarterly earnings releases and income statement (service revenue and EBITDA figures, Q2-Q4 2026)
In context
“e that customers have choice about how they choose to allocate those products and those benefits and things that are important to their loyalty over time. I think we can do a job of balancing that portfolio, and I think we will gradually work our way through this over time. I don't think this is throwing the switch. But you've got to get a foundational capability out there in which to work from, and OneConnect is a foundational capability that we can iterate on and work from in the coming quarters to continue to work to balance that portfolio. I could probably answer your second question for you because everybody in the company is laser-focused on this particular issue, but my voice is tired, and I'm going to let Pascal do it for you. Pascal Desroches: Sure. Mike, pleasure to talk to you. Going into Q2 and improving for the rest of the year. We expect both service revenues and EBITDA to accelerate gradually. There are a few factors at play. One, for -- in our wireless business, we expect to continue to drive growth in converged relationships, including wireless. That should drive improvement plus we have pricing action that begins to take effect in April. For Q2, it's going to be not the entire quarter that benefits, but most of it. And it will [indiscernible] for the rest of the year, full quarter benefits of those pricing actions. Also, we're scaling [ Lumen ]. We said coming into the year that movement early on, we're going to have to invest significantly in order to stand up that organization in order to drive incremental fiber penetration into their footprint and to really set up ourselves. That process began in earnest in Q1, we'll continue. But I expect every month that passes the perf”
Verify independently
SEC filings for T ↗ · Claim quote is verbatim from the 2026Q1 earnings call.